Carrie Sheffield

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SHOW NOTES

Bold CEO Carrie Sheffield inherited a small fortune. But when she tried to invest it wisely, advice from a well-meaning relative  wreaked havoc on her financial ambitions- and nearly caused her to drop out of school. 

 

 

In Carrie’s story you will learn:

-How Carrie’s childhood as a Mormon influenced her financial ambitions

-Carrie’s experience growing up in trailer parks and mobile homes

-How a lack of financial education hurt her ability to manage an unexpected inheritance

-Why she chose to invest it all in one thing

-How an investment nearly cost her MORE money than she even put in. 

-What is a REIT

-What is a capital call

 

In Carrie’s lesson you will learn: 

-Why Carrie thinks women can be more intimidated when they think about money

-How she advises women to control their financial future

-Where she  believes the best resources to learn about money

 

In Carrie’s money tip you will learn:

-How Carrie plans for long term goals

-Why a timeline is essential

-How being an entrepreneur impacts her financial planning

 

In my take you will learn: 

-Why diversification is essential when you invest

-How dollar cost averaging can fit into your investment strategy

 

Links from the episode:

 

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Follow Carrie Sheffield!

Twitter: @carriesheffield

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Instagram: https://www.instagram.com/sheffieldcarrie